EXIT PLANNING MASTERCLASS SERIES
​A PowerLink Program

Are you struggling with the next transition of your business (either to your kids or a third party)?

Did you know that 70% of businesses that are put on the market do not sell? And only 30% of family-owned businesses transition to the second generation, and 12% survive to the third?

Join our FREE Exit Planning Masterclass to prepare your exit, maximize your business value and transition on your terms.  Register below.

    Register Now For The Masterclass Sessions, starting  on 5/31/22, at 8:30 am

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CLASS MEETING DATE/TIME INFORMATION

​MODULE 1
MAY 31st
8:30 AM – 9:50 AM (1h:20m)

MODULE 2
JUN 14th
8:30 AM – 9:50 AM (1h:20m)

MODULE 3
JUN 28th
8:30 AM – 9:50 AM (1h:20m)

1st Group Session
JUL 12th
8:30 AM – 10:00 AM (1h:20m)
SPEAKER LINEUP
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Laura DelFratte (JD, MBA, CPA/ABV)
Estate and Trust Director
Schneider Downs & Co., Inc
 
Sherry Jordan (CPA, CVA, CFF, PM, MA)
CEO/Founder
Jordan Financial
 
George Adams (CPA, CEPA)
Shareholder – Tax Advisory Services
Schneider Downs & Co., Inc
 
Jimmy Lourenco (CEPA, CM&AA, FPS)
Managing Partner
BlueRook Capital

Agenda

Module 1
 
00:00-00:20      PowerLink and Exit Planning
 
00:20-00:40      Why Exit Planning is Important
 
00:40-01:00      How to Plan for your Exit
 
 
Module 2
 
00:00-00:20      Know Your Gaps
 
00:20-00:40      The Buyer / Successor
 
00:40-01:00      Exit Options
 

Module 3
 
00:00-00:10      The Team
 
00:10-00:30      Business Appraisals and Valuations
 
00:30-00:50      Estate Planning
 
00:50-01:00      Exit Report Development
 
Topics / Key Concepts 
  • About Exit Planning and how we approach it through PowerLink
  • EPI Value Acceleration Methodology
  • EPI 5-4-3-2-1 Concept 
  • De-Risking
  • The Exit Alignment
  • Gap Analysis
  • Buyer/Successor’s Perspective
  • Attractiveness / Readiness Concepts
  • The Process
  • Exit Options
  • Your Exit Team
  • Valuation
  • Business Estate Planning
 
Bibliography / Resources
  • Walking to Destiny, Chris Snider
  • Exit Planning Institute
  • Traction, Gino Wickman
  • The One Page Exit  Plan, Peter Hickey’s
  • Built to Sell, John Warrillow
  • Valuing Small Business & Professional Practices, Pratt, Reilly, Schweihs,
  • Exit Planning: The Definitive Guide, John H. Brown
  • Now What, Jennifer Fondrevay
  • Buy then Build, Walker Deibel
  • Execution – The Discipline of Getting Things Done, Larry Bossidy & Ram Charan